Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Quotes in Salesforce

By | November 29, 2020

In our previous blog, we discussed the tax calculation setting on GUMU Sales Order screen. In this blog, we will discussing the details about how the user can control the tax calculation on Quotes that needs to be promoted to Sage ERP.

To perform enabling & disabling of Tax rule, please follow below mentioned steps. These steps help in displaying/hiding “Tax Rate” and “Tax Amount” field from the “Add Product Screen” of Sales Quote.

  • Go to “App Launcher
  • Firstly, Click on “GUMU Settings
  • Secondly move to the “Configuration” tab
  • Finally, click on the “Setting” symbol (as shown below image)
Configuration Setting
Configuration Setting
  •  In addition under the setting section, you will see an option of “Enable/Disable”. With these an accessibility button on whether to Activate or Deactivate Tax on Quote.
  • This will disable the Enable Tax on Quote (see the below image).
Disabled Tax on Quote
Disabled Tax on Quote
  • The “Tax Rate” and “Tax Amount” field will not be displayed on the Add Product screen of Sales Order, if the Tax on Sales Quote is disabled.
  • After that, as you see there is no “Tax Rule” and “Tax Amount” field present on the Add Product screen (refer below image).
Quote New Add Product screen without Tax Enabled
Quote New Add Product screen without Tax Enabled
  • Similarly, for re-enabling the Tax on Quote, we need to again visit the configuration page. And click on slide lock of Enable Tax on Quote to Activate the Tax Rule. Finally, click on the “Save” button (as shown in the below image).
Enabled Tax on Quote
Enabled Tax on Quote
  • Thus, after Enabling the Tax on Quote, you can view the “Tax Rate” and “Tax Amount” fields on the Add Product screen of Sales Quote (refer the below image).
Quote Add Product screen with Tax Enabled
Quote Add Product screen with Tax Enabled

By following above steps, you can Enable/Disable the Tax Rule for Quotes. In conclusion, this will help you make use of “Tax Rate” and “Tax Amount” field on the Add Product screen as per your preference.

We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at salesforce@greytrix.com

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner, as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data MigrationIntegrated App developmentCustom App development and Technical Support to business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow.

Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.

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